AGP Executive Report
Last update: 8 hours agoUS-Iran War & Strait of Hormuz: Iran said it had a “peaceful night” with no strikes overnight, after nearly two weeks of US attacks, but tensions stay high as the Strait of Hormuz and Gulf shipping remain central to the standoff. Maritime Security & Red Sea: Egypt urged an end to attacks and demanded preservation of navigation security in the Strait of Hormuz and the Red Sea. Yemen Front: Houthis said they fired missiles and drones at Saudi Arabia in response to strikes on Hodeida, while Saudi alerts sounded in Yanbu and Jizan. Nuclear Diplomacy: Trump reiterated Iran cannot get a nuclear weapon and said talks are possible, while the US-Saudi nuclear deal is again tied to Saudi joining the Abraham Accords, raising fears of a wider arms race. Regional Diplomacy: China and ASEAN foreign ministers met in Manila, with China pushing de-escalation and energy cooperation; Pakistan explored ways to revive stalled US-Iran talks via China. Markets & Energy Costs: Oil jumped back above $100 amid Middle East risks, lifting inflation fears and driving higher rate-hike odds at the Fed. UNESCO Heritage: UNESCO added Sebastia in the occupied West Bank and Lebanon’s castles to the World Heritage List, with sites also placed in danger amid conflict.
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